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NFLATION MAY BE COOLING — BUT THE MARKET’S NERVES AREN’T.
The Fed is cutting rates. President Trump is meeting President Xi. The “One Big Beautiful Bill” is about to unleash new fiscal stimulus. Earnings are crushing expectations — up nearly 15% year over year — and the Mag-7 megacaps are stepping back into the spotlight to remind everyone that AI isn’t just hype. Stocks are at all-time highs across the S&P 500, the Dow, and the Nasdaq. It looks like the perfect setup for an endless rally... so why does it feel so uneasy?
In today’s Wall Street Truthbomb, host Mark Malek (CIO, Seibert) digs into the disconnect between the headlines and the household. Grocery bills are climbing, layoffs are spreading, and yet portfolios are hitting record values. The government shutdown has blinded the data flow, leaving the Fed, investors, and policymakers guessing. It’s prosperity on paper — pressure in practice.
👉 What happens when the “AI efficiency boom” starts cutting jobs before it creates new ones?
👉 How long can stimulus and rate cuts keep the market climbing?
👉 And why the smartest investors are staying calm when everyone else is nervous.
The Truthbomb: Fear dresses itself up as “prudence.” Selling everything might feel safe — but it’s really just panic in disguise. The market doesn’t reward the nervous; it rewards the prepared.
Stay disciplined. Stay diversified. Stay informed.
💥 Don’t get out — get smart.
Support the show
By Wall Street TruthbombsNFLATION MAY BE COOLING — BUT THE MARKET’S NERVES AREN’T.
The Fed is cutting rates. President Trump is meeting President Xi. The “One Big Beautiful Bill” is about to unleash new fiscal stimulus. Earnings are crushing expectations — up nearly 15% year over year — and the Mag-7 megacaps are stepping back into the spotlight to remind everyone that AI isn’t just hype. Stocks are at all-time highs across the S&P 500, the Dow, and the Nasdaq. It looks like the perfect setup for an endless rally... so why does it feel so uneasy?
In today’s Wall Street Truthbomb, host Mark Malek (CIO, Seibert) digs into the disconnect between the headlines and the household. Grocery bills are climbing, layoffs are spreading, and yet portfolios are hitting record values. The government shutdown has blinded the data flow, leaving the Fed, investors, and policymakers guessing. It’s prosperity on paper — pressure in practice.
👉 What happens when the “AI efficiency boom” starts cutting jobs before it creates new ones?
👉 How long can stimulus and rate cuts keep the market climbing?
👉 And why the smartest investors are staying calm when everyone else is nervous.
The Truthbomb: Fear dresses itself up as “prudence.” Selling everything might feel safe — but it’s really just panic in disguise. The market doesn’t reward the nervous; it rewards the prepared.
Stay disciplined. Stay diversified. Stay informed.
💥 Don’t get out — get smart.
Support the show